SharePoint CRM dashboard not showing the latest data
The dashboard is showing cached data instead of the latest entries. Refresh the page with F5 and clear your browser cache. If multiple people see the same stale data, the dashboard itself needs refreshing.
Dashboards pull data from your CRM list and display it in charts and tables. If new entries or updates don't appear, the dashboard is showing you a cached version from before the data changed. Sometimes the cache is in your browser, sometimes it's in SharePoint itself. We'll walk you through refreshing the display, clearing the cache, and checking if the underlying data is actually being updated.
- ✓Have the dashboard open in your browser so you can refresh it
- ✓Make sure you have the CRM list open in another browser tab so you can check if new data is actually there
- ✓Be ready to contact your team members if you need to verify whether they see the same stale data
Fix-IT-Bot will walk you through each step, just tap, no typing needed.
Skip, I just want a technicianCommon mistakes to avoid
- Assuming the data didn't save when actually the data is fine and the dashboard just needs refreshing. Always check the actual list first
- Refreshing once and giving up. Sometimes you need to clear cache or refresh multiple times
- Not realising the dashboard is on a schedule. Thinking it's broken when it's actually just waiting for the next scheduled refresh
Signs you need professional help
- If the dashboard still will not update after checking the data source and refresh settings, get in touch and we will help.
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